Communication Preferences Tutorial
Difficulty | Intermediate |
|---|---|
EMS Compatible |
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iMIS 2017 Compatible |
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Usage Notes | |
Length of Video | n/a |
iImport |
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iUpdate |
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Actions | Insert, Insert with Matching, Update, Insert/Update |
Overview
By using the Communication Preferences source within iDMS, you will have access to opt people in or out of different options.
Mapping
Required Field
iMIS ID - The iMIS ID of whose communication preferences are being set. Alternatively, matching on multiple fields, such as email and last name, will also work. These fields can be found under the Contact Details Source.
Optional Fields
All fields under Communication Preferences Source are optional. These are the Communication Preferences found in iMIS.
Navigate to Settings > Contacts > Communication Preferences
To opt someone into a certain communication preference, use one of the following: Yes/1/True
To opt someone out of a communication preference, use one of the following: No/0/False
An example of a spreadsheet for Importing Communication Preferences
